A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Saturday, October 17, 2026The Morning Brief →Sign in
ria

BSW Wealth Partners

BOULDER, CO
CRD: 107485
In network coverage since September 1, 2026 · 2 stories
$2.2BRegulatory AUMSEC Form ADV · Oct 10
27EmployeesForm ADV
1Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Sep 5 – Oct 10
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
BSW Wealth Partners
Sep 1 · to Savant Wealth Management
Deal recordFull tracker →
Aug 31, 26Deal announcedSequoia Financial Group · $2 — coverage
Network coverage
Moves

NewEdge's $12 billion day resets the talent war

Four $3 billion Fort Lauderdale teams moved in one day, pushing the week's disclosed advisor AUM in motion to $19.8 billion and showing block trades have replaced advisor-by-advisor recruiting.
M&A · Sep 1Sequoia's BSW buy is an integration play
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.